AWM
BKHY icon

AE Wealth Management’s BNY Mellon High Yield Beta ETF BKHY Stock Holding History

AE Wealth Management’s Portfolio BKHY Stock Details BKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Buy
46,199
+27,692
+150% +$1.33M 0.01% 620
2025
Q4 		$890K Buy
+18,507
New +$894K 0.01% 843
2024
Q1 		– Sell
-13,789
Closed -$656K – 1232
2023
Q4 		$656K Buy
+13,789
New +$631K ﹤0.01% 1311

Other funds holding BKHY

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's BKHY Position: Q1 2026 in Review

AE Wealth Management increased its BNY Mellon High Yield Beta ETF (BKHY) stake by 150% in Q1 2026, buying an estimated $1.33M and bringing the position to 46,199 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #620.

AE Wealth Management first reported a position in BKHY in Q4 2023 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BKHY as of Q1 2026.

  • AE Wealth Management held 46,199 shares of BNY Mellon High Yield Beta ETF worth $2.19M as of Q1 2026.
  • AE Wealth Management bought 27,692 BNY Mellon High Yield Beta ETF shares in Q1 2026, an estimated $1.33M.
  • BNY Mellon High Yield Beta ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #620 holding.
  • AE Wealth Management first reported a position in BNY Mellon High Yield Beta ETF in Q4 2023 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held BNY Mellon High Yield Beta ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.